The Ambassador Program

Discovery 664 Academy’s Ambassador Program offers a comprehensive, expert-led training in financial planning, focusing on IRC Section 664 and Social Secharity™ strategies to foster individual growth, community benefit, and charitable impact. This program is uniquely crafted to empower individuals, financial advisors, and charitable organizations with innovative strategies to secure personal and community-oriented financial well-being. Program Goals and Structure Our goal is to enable participants to establish a brighter financial future while creating meaningful support for charitable causes. The curriculum integrates foundational financial principles, tax efficiency, and advanced philanthropic techniques, offering a clear path to financial security and a sustainable impact on society. Ambassador Program participants learn to leverage IRC Section 664 for economic growth and gain practical tools for managing charitable remainder trusts and strategic endowments to reduce taxes and increase income. Ambassador Certification and Society of Endowment Engineers The Ambassador Program is the gateway to certification with the Society of Endowment Engineers, which recognizes specialists in strategic endowment planning under IRC Section 664. Upon completing the program, participants can take a certification test to become listed members of the Society, joining a distinguished network of professionals committed to financial and philanthropic growth. The Ambassador courses also include continuous education offerings, ensuring members remain informed on best practices and innovative strategies to maintain their certification and listing on the Society’s site. Learning with Professor Lesley Winston Guided by Professor Lesley Winston, a distinguished figure in philanthropic financial planning, participants gain insights from decades of expertise. As the founder of the Endow America Network Foundation (EANF) and host of the Discovery 664 Podcast, Winston brings a wealth of knowledge to the Academy’s courses. His career focuses on transforming the financial landscape with strategic charitable planning, making him a powerful mentor to Academy participants. Ambassador Benefits By joining the Ambassador Program, participants access exclusive resources, including: - A member portal with essential financial planning modules - Weekly mentoring sessions with Professor Winston - Incremental one-on-one mentorship scheduling - Additional tax planning resources For a $49 monthly subscription, participants gain access to a curriculum that addresses everything from basic planning concepts to advanced strategies for financial growth and charitable impact.  As an Ambassador, you’ll expand your expertise, grow your network, and gain the tools to empower others in their financial journeys.